SWM
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Segment Wealth Management’s TSMC TSM Stock Holding History

Segment Wealth Management’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5M Buy
38,774
+24,525
+172% +$9.95M 0.96% 33
2026
Q1 		$4.82M Buy
14,249
+186
+1% +$64K 0.28% 76
2025
Q4 		$4.27M Hold
14,063
– – 0.25% 79
2025
Q3 		$3.93M Buy
14,063
+9,471
+206% +$2.32M 0.24% 80
2025
Q2 		$1.04M Buy
4,592
+170
+4% +$31.5K 0.07% 159
2025
Q1 		$734K Buy
4,422
+85
+2% +$16.5K 0.05% 174
2024
Q4 		$857K Buy
4,337
+2,940
+210% +$569K 0.06% 161
2024
Q3 		$243K Buy
+1,397
New +$238K 0.02% 241
2022
Q4 		– Sell
-122,779
Closed -$8.42M – 227
2022
Q3 		$8.42M Buy
122,779
+17,431
+17% +$1.44M 1.05% 42
2022
Q2 		$8.61M Buy
105,348
+8,676
+9% +$802K 1.09% 39
2022
Q1 		$10.1M Buy
96,672
+8,740
+10% +$1.02M 1.04% 34
2021
Q4 		$10.6M Buy
87,932
+1,759
+2% +$206K 1.11% 23
2021
Q3 		$9.62M Buy
86,173
+1,319
+2% +$155K 1.14% 26
2021
Q2 		$10.2M Buy
84,854
+1,655
+2% +$194K 1.21% 18
2021
Q1 		$9.84M Sell
83,199
-1,119
-1% -$139K 1.31% 15
2020
Q4 		$9.19M Sell
84,318
-18,033
-18% -$1.71M 1.33% 13
2020
Q3 		$8.3M Sell
102,351
-7,263
-7% -$552K 1.35% 17
2020
Q2 		$6.22M Buy
109,614
+1,170
+1% +$61.7K 1.15% 28
2020
Q1 		$5.18M Buy
108,444
+2,397
+2% +$131K 1.15% 31
2019
Q4 		$6.16M Buy
106,047
+1,982
+2% +$105K 1.04% 29
2019
Q3 		$4.84M Buy
104,065
+3,465
+3% +$148K 0.95% 39
2019
Q2 		$3.94M Buy
100,600
+5,098
+5% +$210K 0.8% 50
2019
Q1 		$3.91M Buy
95,502
+2,022
+2% +$77.1K 0.83% 50
2018
Q4 		$3.45M Buy
93,480
+4,811
+5% +$183K 0.87% 45
2018
Q3 		$3.92M Buy
88,669
+766
+0.9% +$31.7K 0.85% 45
2018
Q2 		$3.21M Buy
87,903
+1,964
+2% +$77.6K 0.76% 56
2018
Q1 		$3.76M Buy
85,939
+1,569
+2% +$68.4K 0.94% 41
2017
Q4 		$3.35M Buy
84,370
+1,246
+1% +$50.5K 0.81% 49
2017
Q3 		$3.12M Buy
83,124
+5,875
+8% +$215K 0.83% 49
2017
Q2 		$2.7M Buy
77,249
+5,933
+8% +$205K 0.74% 56
2017
Q1 		$2.34M Buy
+71,316
New +$2.23M 0.76% 54

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Segment Wealth Management's TSM Position: Q2 2026 in Review

Segment Wealth Management increased its TSMC (TSM) stake by 172% in Q2 2026, buying an estimated $9.95M and bringing the position to 38,774 shares worth $18.5M. The position accounts for 0.96% of the portfolio, ranked #33.

Segment Wealth Management first reported a position in TSM in Q1 2017 and has held it in 31 quarters since. 758 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Segment Wealth Management held 38,774 shares of TSMC worth $18.5M as of Q2 2026.
  • Segment Wealth Management bought 24,525 TSMC shares in Q2 2026, an estimated $9.95M.
  • TSMC made up 0.96% of Segment Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Segment Wealth Management first reported a position in TSMC in Q1 2017 and has held it in 31 quarters since.
  • 758 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.